- Actively building out consulting practice given Wall Street Prep's extensive client base across corporate development, FP&A, and corporate finance professionals (select engagement details on resume)
- Conducted 200+ live trainings / webinars for 5,000+ professionals and students in the USA and internationally on finance / accounting, operational and financial statement modeling, and valuation topics (DCF / Comparables / M&A / LBO)

- Designed standardized internal business cases to assess strategic investments; developed proprietary analytics to benchmark and track operational and financial KPIs for business segments
- Collaborated across all departments of the firm to deliver well-informed analyses

- Worked on $5bn+ worth of transactions including sell-side / buy-side M&A, LBOs, debt / equity raises and distressed situations
- Prepared operational and valuation analyses, debt covenant analyses, client presentations and memoranda on all assignments
- Top-ranked analyst from 2010-2012; extensively involved in internal firm training and mentoring

- Established operations of a $10MM equipment financing subsidiary of Edible Arrangements International, Inc.